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Hobart Private Capital’s Bank of America BAC Stock Holding History

Hobart Private Capital’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$546K Buy
9,575
+1,126
+13% +$59.9K 0.09% 91
2026
Q1 		$412K Buy
8,449
+261
+3% +$13.5K 0.08% 88
2025
Q4 		$450K Buy
8,188
+646
+9% +$34.1K 0.09% 93
2025
Q3 		$389K Buy
7,542
+383
+5% +$18.7K 0.08% 91
2025
Q2 		$339K Buy
7,159
+2,202
+44% +$92.6K 0.08% 93
2025
Q1 		$207K Buy
+4,957
New +$221K 0.05% 94
2022
Q2 		– Sell
-5,877
Closed -$242K – 38
2022
Q1 		$242K Sell
5,877
-1,875
-24% -$84.6K 0.09% 35
2021
Q4 		$345K Sell
7,752
-17,613
-69% -$802K 0.13% 32
2021
Q3 		$1.08M Sell
25,365
-453
-2% -$18.2K 0.42% 23
2021
Q2 		$1.06M Sell
25,818
-480
-2% -$19.7K 0.44% 27
2021
Q1 		$1.02M Sell
26,298
-3,160
-11% -$109K 0.42% 30
2020
Q4 		$893K Sell
29,458
-1,894
-6% -$50.8K 0.39% 34
2020
Q3 		$755K Buy
31,352
+3,763
+14% +$93.7K 0.39% 42
2020
Q2 		$655K Buy
27,589
+2,247
+9% +$53.1K 0.37% 62
2020
Q1 		$538K Buy
25,342
+1,232
+5% +$36.9K 0.37% 66
2019
Q4 		$849K Buy
24,110
+1,988
+9% +$64.2K 0.52% 49
2019
Q3 		$645K Buy
22,122
+610
+3% +$17.5K 0.44% 54
2019
Q2 		$624K Buy
21,512
+1,299
+6% +$37.5K 0.43% 56
2019
Q1 		$558K Buy
20,213
+403
+2% +$11.4K 0.42% 68
2018
Q4 		$488K Buy
19,810
+3,079
+18% +$83.5K 0.42% 69
2018
Q3 		$493K Buy
16,731
+1,075
+7% +$32.7K 0.38% 78
2018
Q2 		$441K Buy
15,656
+1,140
+8% +$34K 0.36% 76
2018
Q1 		$435K Sell
14,516
-358
-2% -$11.2K 0.38% 76
2017
Q4 		$439K Buy
+14,874
New +$410K 0.39% 78

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hobart Private Capital's BAC Position: Q2 2026 in Review

Hobart Private Capital increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $59.9K and bringing the position to 9,575 shares worth $546K. The position accounts for 0.09% of the portfolio, ranked #91.

Hobart Private Capital first reported a position in BAC in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.08M in Q3 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Hobart Private Capital held 9,575 shares of Bank of America worth $546K as of Q2 2026.
  • Hobart Private Capital bought 1,126 Bank of America shares in Q2 2026, an estimated $59.9K.
  • Bank of America made up 0.09% of Hobart Private Capital's portfolio in Q2 2026, its #91 holding.
  • Hobart Private Capital first reported a position in Bank of America in Q4 2017 and has held it in 24 quarters since.
  • Hobart Private Capital's Bank of America position peaked at $1.08M in Q3 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.